See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $45,066 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $44,900 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL AND TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $31,270 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $10,177 |
Service code 26 · EIN 95-4806910 | Advisory (Participants) | $6,265 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $8 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,380 | $82,546+33.7% | $140,016-21.2% | $75,289+46.6% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 72.4%+20.4pp |
| Annual return | -5.05% | -0.36%-4.7pp | 651.12%-656.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $4,278 | $3,856+10.9% | $5,606-23.7% | $2,405+77.9% |
| Participant deferral / active EE | $11,489 | $5,731+100.5% | $6,927+65.8% | $3,739+207.3% |
| Admin fee / account holder | $41 | $86-52.2% | $10,705-99.6% | $102-59.9% |